MCDONALD PARTNERS LLC
CLEVELAND OH · SEC CIK 0001331074
$4.24亿2026Q1 申报市值
208持仓数
26.0%前十大占比 · 第一大 3.6%
15 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOOGL 加仓+$539.98万
BMY 加仓+$504.37万
PSX 加仓+$492.36万
EXXON MOBIL CORP 加仓+$467.42万
COP 加仓+$467.39万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$51.24万
BLACKROCK ETF TR 清仓-$50.90万
RTX 减仓-$47.78万
LQD 减仓-$43.60万
SPY 减仓-$36.68万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $581.15万 | 1.37% | 20,259 | 13,049 | 181.0% | $374.32万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $607.48万 | 1.43% | 12,359 | 5,780 | 87.9% | $284.10万 | 加仓 |
| AMZN | AMAZON COM INC | $628.39万 | 1.48% | 30,172 | 19,141 | 173.5% | $398.65万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $663.44万 | 1.56% | 109,389 | 83,160 | 317.1% | $504.37万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $674.43万 | 1.59% | 27,824 | 14,373 | 106.9% | $348.39万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $711.79万 | 1.68% | 29,119 | 12,640 | 76.7% | $308.97万 | 加仓 |
| RTX | RTX CORPORATION | $713.54万 | 1.68% | 36,990 | -2,477 | -6.3% | -$47.78万 | 减仓 |
| GOOGL | ALPHABET INC | $740.84万 | 1.75% | 25,763 | 18,778 | 268.8% | $539.98万 | 加仓 |
| C | CITIGROUP INC | $742.61万 | 1.75% | 65,480 | 39,445 | 151.5% | $447.35万 | 加仓 |
| — | EXXON MOBIL CORP | $782.67万 | 1.85% | 46,131 | 27,550 | 148.3% | $467.42万 | 加仓 |
| PSX | PHILLIPS 66 | $821.45万 | 1.94% | 45,090 | 27,026 | 149.6% | $492.36万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $864.52万 | 2.04% | 17,841 | -355 | -2.0% | -$17.20万 | 减仓 |
| ABBV | ABBVIE INC | $878.51万 | 2.07% | 40,393 | 20,426 | 102.3% | $444.25万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,033.30万 | 2.44% | 17,292 | 4,289 | 33.0% | $256.29万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $1,171.15万 | 2.76% | 16,665 | -155 | -0.9% | -$10.89万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,224.21万 | 2.89% | 41,617 | 12,249 | 41.7% | $360.32万 | 加仓 |
| ETN | EATON CORP PLC | $1,346.59万 | 3.18% | 37,648 | 565 | 1.5% | $20.21万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,354.25万 | 3.19% | 36,594 | 6,853 | 23.0% | $253.61万 | 加仓 |
| AAPL | APPLE INC | $1,534.88万 | 3.62% | 60,478 | 17,673 | 41.3% | $448.53万 | 加仓 |